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Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
4801
Allie Family Office
Florida
$1.57M +$1.01M +2,422 +134%
PRTG
4802
Post Resch Tallon Group
New York
$1.57M +$254K +607 +17%
IWS
4803
Integrity Wealth Solutions
Colorado
$1.57M +$31K +74 +2%
CPL
4804
CAP Partners LLC
Tennessee
$1.56M -$3.35K -8 -0.2%
GPW
4805
Gray Private Wealth
Massachusetts
$1.56M +$326K +779 +23%
DWM
4806
Defined Wealth Management
Oregon
$1.56M +$54K +129 +3%
VNIM
4807
Vaughan Nelson Investment Management
Texas
$1.56M -$204M -488,299 -99%
NEAM
4808
New England Asset Management
Connecticut
$1.55M +$199K +475 +13%
YIM
4809
Yoffe Investment Management
Pennsylvania
$1.55M – – –
OE
4810
OFS Enterprise
Nebraska
$1.55M +$1.76M +4,199 New
MWM
4811
Madrid Wealth Management
New Mexico
$1.55M +$2.92M +6,978 +183%
NWP
4812
NerdWallet Wealth Partners
New York
$1.55M -$165K -394 -9%
II
4813
Impact Investors
California
$1.55M -$31.8K -76 -2%
1IA
4814
1620 Investment Advisors
Massachusetts
$1.55M +$7.95K +19 +0.5%
CCM
4815
Cannon Capital Management
Utah
$1.55M +$339K +810 +24%
CCMI
4816
Creative Capital Management Investments
California
$1.55M +$142K +339 +9%
CFS
4817
Coordinated Financial Services
Colorado
$1.55M -$153K -365 -8%
DPI
4818
Diversified Portfolios Inc
Michigan
$1.54M -$109K -261 -6%
AFA
4819
American Financial Advisors
Georgia
$1.54M -$10.5K -25 -0.6%
SIM
4820
Sprucegrove Investment Management
Ontario, Canada
$1.54M +$1.74M +4,160 New
DWA
4821
Dougherty Wealth Advisers
Minnesota
$1.54M +$221K +527 +15%
BWP
4822
Bernardo Wealth Planning
Pennsylvania
$1.54M -$16.3K -39 -0.9%
MWM
4823
MorganRosel Wealth Management
Colorado
$1.53M -$948K -2,265 -35%
CWA
4824
CogentBlue Wealth Advisors
Tennessee
$1.53M -$708K -1,693 -29%
WOSD
4825
WFA of San Diego
California
$1.53M -$10.5K -25 -0.6%
191 192
193
194 195